Intel & Semiconductor Manufacturing International Corporation
13 shared events · Importance 7 · Last updated Aug 17, 2026
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Business
Intel: Intel, a competitor with U.S. government backing, faces increased competition from TSMC's expanded U.S. presence, potentially affecting its market share in advanced chips.
Semiconductor Manufacturing International Corporation: TSMC is the central entity, committing an additional $100 billion to Arizona, raising total U.S. investment to $265 billion. It reported record Q2 profits and raised its 2026 revenue and capex forecasts, reflecting strong AI demand.
Jul 16, 2026 · 85 articles
Business
Intel: Intel is the issuer of the $15 billion stock offering, using proceeds to fund AI and manufacturing expansion. The offering may dilute shares but strengthens its balance sheet for growth.
Semiconductor Manufacturing International Corporation: TSMC faces increased competition from Intel's foundry expansion, though the offering itself does not directly affect TSMC's operations.
Aug 10, 2026 · 14 articles
Business
Intel: Tiger Global boosted its Intel holdings during the quarter, showing selective interest in semiconductor names.
Semiconductor Manufacturing International Corporation: Tiger Global and SoftBank reduced their holdings in Taiwan Semiconductor, reflecting a cautious stance on semiconductor stocks despite overall bullish tilt.
Aug 14, 2026 · 13 articles
Business
Intel: Semiconductor firm with high expectations; results will signal chip sector health.
Semiconductor Manufacturing International Corporation: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
Intel: AMD is gaining CPU market share from Intel, which is a negative for Intel's competitive position in the data center market.
Semiconductor Manufacturing International Corporation: TSMC is AMD's key manufacturing partner; its advanced packaging capacity constraints are a hurdle for AMD's supply, but TSMC benefits from AMD's growth.
Aug 04, 2026 · 19 articles
Business
Intel: Intel is mentioned as a rival that has struggled with chip yields, contrasting with TSMC's success.
Semiconductor Manufacturing International Corporation: TSMC is the primary subject of the analysis, praised for its monopoly in advanced chip manufacturing, strong Q2 results, and $100 billion Arizona expansion. The articles recommend it as the better AI play, which could boost investor confidence.
Jul 19, 2026 · 6 articles
Business
Intel: Intel is mentioned as a rival foundry that may benefit from customers shifting from TSMC.
Semiconductor Manufacturing International Corporation: TSMC's tight capacity and price increases are driving customers to Samsung, but TSMC retains dominant market share and benefits from overall strong AI demand.
Aug 19, 2026 · 9 articles
Tech
Intel: Intel, a partner in ASML's EUV development, is not directly impacted by China's DUV breakthrough. The event underscores the global semiconductor landscape but has no immediate effect on Intel.
Semiconductor Manufacturing International Corporation: SMIC is expected to receive the first homegrown DUV machines later this year, providing an alternative source of lithography equipment amid export restrictions. This could enhance its ability to produce advanced chips, though yields remain a concern.
Jul 27, 2026 · 22 articles
Business
Intel: Intel is mentioned in the context of semiconductor investment, with a €5bn investment in Ireland, highlighting the industry's expansion.
Semiconductor Manufacturing International Corporation: TSMC manufactures Etching (disambiguation)'s chip using its N4P process, benefiting from increased demand for advanced AI chips.
Aug 18, 2026 · 7 articles
Tech
Intel: Intel co-founder Gordon Moore developed Moore's Law, which Huawei's new Tau Scaling Law aims to supersede as semiconductor scaling approaches physical limits.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) is Huawei's manufacturing partner in China, and its shares rose following Huawei's announcement, indicating potential benefits from the new chipmaking advancements.
May 25, 2026 · 42 articles
Business
Intel: Intel is a portfolio company of SoftBank, but no specific impact from this earnings report was mentioned.
Semiconductor Manufacturing International Corporation: TSMC is a portfolio company of SoftBank, but no specific impact from this earnings report was mentioned.
Aug 06, 2026 · 12 articles
International
Intel: Intel was mentioned in the context of a former TSMC executive suspected of leaking trade secrets to it, indicating broader tech sector competition.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) was previously blacklisted by Taiwan, and new restrictions would further limit China's domestic chipmaking capabilities.
May 21, 2026 · 22 articles
International
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation was investigated by Taiwan for allegedly setting up a disguised entity to hire local talent, indicating a broader crackdown on such practices.
Jan 13, 2026 · 11 articles
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